Kozak & Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kozak & Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,140,899
-6.8%
16,008
-1.8%
0.42%
-15.4%
Q2 2023$1,224,617
+5.3%
16,298
+0.2%
0.49%
-5.4%
Q1 2023$1,162,935
+104858.0%
16,263
+0.3%
0.52%
-5.3%
Q4 2022$1,108
-99.9%
16,220
+0.3%
0.55%
-16.9%
Q3 2022$1,051,000
+1.0%
16,176
-1.0%
0.66%
-4.3%
Q2 2022$1,041,000
-14.3%
16,336
+0.4%
0.69%
-10.8%
Q1 2022$1,214,0000.0%16,2690.0%0.78%0.0%
Q4 2021$1,214,000
-14.6%
16,269
+0.2%
0.78%
-7.5%
Q3 2021$1,421,000
+12.8%
16,242
+0.4%
0.84%
-13.8%
Q4 2020$1,260,00016,1810.97%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders